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Welcoming Mark Wickersham as Director of Strategic Partnerships
Mark Wickersham joins to build the partnerships that will help modernize family office operations.
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Asseta HQ
Company News
January 23, 2026
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Articles
How to Elevate your Financial Reporting with Asseta
And build a foundation of strong financial stewardship.
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Josh Summerford, CPA
Articles
August 15, 2024
3 Min
Reporting
Chart of accounts
General Ledger
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Articles
The best accounting software for multi-currency
How small businesses can move beyond borders with Asseta.
Asseta HQ
Articles
July 1, 2024
5 Min
Multi-currency
QuickBooks
Articles
Family Office Accounting Dimensions: Slicing and dicing your data like a Fruit Ninja
How configuring your accounting data helps you make better decisions.
Josh Summerford, CPA
Articles
June 26, 2024
7 Min
Dimensions
General Ledger
Family Offices
Private Equity
Real estate
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Articles
The difficulties of operating in a multi-currency environment for Family Offices
How Asseta makes multi-currency easy.
Asseta HQ
Articles
June 17, 2024
5 Min
Multi-currency
Family Offices
General Ledger
Private Equity
Real estate
Guides
Building a chart of accounts for your business
How to build a powerful chart of accounts.
Josh Summerford, CPA
Guides
June 12, 2024
8 Min
Chart of accounts
Real estate
Inter-company Activity
Multi-entity
Family Offices
Articles
Why 75% of ERP Upgrades Fail
Why and how to avoid ERP failures for Family Offices.
Asseta HQ
Articles
May 24, 2024
4 Min
General Ledger
QuickBooks
Chart of accounts
Real estate
Private Equity
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Chart of Accounts for Family Offices
Download our chart of accounts template for family offices, our #1 downloaded asset.